Michael
Zdenek
Avidian Wealth Solutions, LLC
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About this Advisor
Michael Zdenek is a financial advisor based in Houston, Texas, working with Avidian Wealth Solutions, LLC. Michael has previously held positions at Jpmorgan Chase Bank, Jpmorgan Securities Lc, Jp Morgan Chase Bank Na, Jp Morgan Securities LLC, and Avidian Wealth Solutions, LLC. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Michael is part of Avidian Wealth Solutions, LLC, which operates out of Houston, Texas. The firm has 3 offices and 49 employees. The firm manages assets totaling $3.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Avidian Wealth Solutions, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avidian Wealth Solutions, LLC Brokerage Details
$3,110,949,035
49
6,015
$517,199
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Zdenek Work History
Avidian Wealth Solutions, LLC
Jp Morgan Chase Bank Na
Jp Morgan Securities LLC
Jpmorgan Chase Bank
Jpmorgan Securities Lc
Disclosures
Please visit the SEC profile of Michael Zdenek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avidian Wealth Solutions, LLC
Austin, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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